Client Relationship Manager (CRM)

Solon, Ohio, or Durham/Cary, North Carolina We are seeking an organized and client-focused Client Relationship Manager to join our team. This role plays an important part in maintaining strong client relationships and ensuring that ongoing service, communication, and follow-up are handled consistently and in an organized manner. The Client Relationship Manager works closely with both clients and advisors to ensure that planning recommendations are implemented, communication remains coordinated, and client relationships are well-supported over time. Role Overview The Client Relationship Manager is responsible for ensuring that ongoing client relationships are maintained consistently, organized, and reliable. This role involves coordinating communication, tracking follow-up activities, supporting planning and implementation, and ensuring important details are completed and not overlooked. The position serves as a bridge between advisors and clients, helping ensure that recommendations are carried out and that communication remains clear and consistent. Success in this role requires strong organizational habits, attention to detail, and the ability to manage multiple client relationships at once. Location This position may be based in either our Solon, Ohio, or our Durham, North Carolina, office. Work Structure This is an in-office role and is not designed for remote or hybrid work. Typical work hours are: 8:00 AM to 5:00 PM with a one-hour unpaid lunch break. We strongly encourage team members to take their lunch break during the day rather than at the end of the workday so they can recharge and maintain a sustainable work rhythm. Because this role supports ongoing client relationships and internal coordination, consistent office presence is important. Ideal Candidate The ideal candidate is organized, dependable, and comfortable working closely with both clients and advisors. Preferred qualities include: Strong organization and follow-through Clear and professional communication High attention to detail Ability to manage multiple priorities A proactive and client-focused mindset Experience in client service, financial services, or relationship management is preferred. #J-18808-Ljbffr Redwood Financial Network Corp